New in Tableau Prep Builder 2022.3
Write to CRM Analytics with Tableau Prep
After using Tableau Prep to clean, shape, and combine data, you can now write your flow output to CRM Analytics. This new capability, available in both Tableau Prep Builder and Tableau Prep on the web, lets you combine the ease of cleaning and shaping data in Tableau Prep with CRM Analytics to enable your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow.
Based on customer feedback, we have improved the supportability of Tableau Prep Conductor. We are introducing around 400+ unique error messages so that you can quickly troubleshoot Prep Conductor run failures. It is part of the many fixes we plan to include in this release to improve the supportability of Tableau Prep.
Added in Previous Versions of Tableau Prep Builder
You may be interested in knowing what features were added to Tableau Prep Builder in previous months' releases. Visit the Tableau Release Navigator to select a previous version and see a list of features specific to your upgrade.
Tableau Prep Builder is a stand-alone product that works seamlessly with Tableau Desktop, Tableau Server and Tableau Cloud. At any point while working in Tableau Prep Builder, you can create an extract of your data, publish your data source to Tableau Server or Tableau Cloud, or even open Tableau Desktop directly from Tableau Prep Builder to preview your data.
- Tableau Prep Builder works on Windows and Mac. It can create Tableau Extracts (.tde and .hyper) and CSV files that can be used in Tableau 10.0 and later versions of Tableau.
- In Tableau Prep Builder you can connect to many of the same data sources available in Tableau Desktop, Server and Cloud. For a complete list of Tableau supported data source, click here.
- With some data sources, you may need to install drivers before connecting to your data. If this is the case, see the Driver Download page.
New Workspace for Faster Speed to Insight
Tableau Prep Builder uses Tableau’s data connectors, calculation language, and governance structure, making it possible to get you up to speed quickly and ready to collaborate at any point in the analytical process.
The Tableau Prep Builder workspace consists of the connections pane, the changes pane, and three coordinated areas designed to help you interact with and explore your data:
- Connections pane: The Connections pane shows the databases and files you are connected to. Add connections to one or more databases and then drag the tables you want to work with into the flow pane.
- Flow pane: As you connect to, clean, shape, and combine your data, steps appear in the flow pane. You can hover over the icons at the top of each step to see what changes were made.
- Profile pane: The profile pane in the center of the workspace shows a summary of each field in your data sample. This is where users can see the shape of the data and quickly find outliers and nulls.
- Changes pane: Tableau Prep Builder keeps track of any changes you make, in the order you make them, so you can always go back and review or edit those changes if needed.
- Data grid: The data grid shows the row level detail for your data. The values displayed reflect the operations defined in the profile pane. You can filter, keep only, and exclude individual field values in this grid plus drag and drop fields to change the display order.
For complete descriptions, including a video, see Workspace in Product Help.
Saving and Sharing Outputs
Tableau Prep Builder can save three types of files:
- .tfl files containing a flow
- .tflx files containing a flow and local file-based data sources, such as Excel and text files
- Output files containing the results of running a flow
Output files can be saved in .hyper, .tde and .csv formats, and are defined in the Output Step. The output files can be opened in Tableau Desktop, and published to Tableau Server or Tableau Cloud.
Running the flow on Tableau Desktop results in a Tableau Data Extract file, either a .tde or .hyper depending your version of Tableau, either one saved in your Tableau Repository in the Datasources folder. It can also be output to .csv files, if you need to use your prepared data for other tools or processes. Note! Once an extract has been created, whether .tde or .hyper, and a workbook based on it, the same compatibility rules for use with different versions of Tableau applies as in other usage situations. For more information, see Make Workbooks Compatible Between Versions.
To publish your output to Tableau Server, use the Publish menu in Tableau Prep Builder. The Tableau Server REST API must be enabled in order to receive publish requests from Tableau Prep Builder. For more information see REST API Requirements.
You can also use Tableau Prep Builder's Publish menu to publish your output to Tableau Cloud as a .hyper extract, .tde extract, or .csv file, and provide centralized access to the data you have cleaned, formatted, and combined.
Faster Updates to Tableau Prep Builder
We’re moving fast and will be launching new features frequently for Tableau Prep Builder, independent of the Tableau Desktop, Tableau Server or Tableau Cloud release cycles. Customers will need to upgrade to the latest version of Tableau Prep Builder to take advantage of new features and product fixes.
With regular intervals, this site will post new links to community user scenarios, product information, and not least tricks of the trade for the latest fast, fun and efficient data prep.
How can I get Tableau Prep Builder?
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